2026 Partner Roundtable — Everything but Staffing – LIVE Oct 14, 2026

This isn’t a presentation — it’s a roundtable. No slides, no presenter, just an open conversation among partners about what’s actually going on in their practices. This session covers everything but staffing — that has its own dedicated roundtable. Whether you’re a sole practitioner or a partner in a larger firm, if you want to talk through practice management challenges with peers who get it, this is the session for you. Topics are set by participants on the day but typically include: Client mix, client management, and new engagement opportunities Workflow, capacity, and how partners are managing busy times Technology and AI — what’s working, what’s not, and what firms are actually using Referral networks, firm growth, and business development Succession, transition planning, and thinking about the future of your practice Anything else on your mind — this is your time Date: Oct. 14, 2026 Time: 9AM – 11AM PST Duration: 2 CPD Hours Facilitator: Bridget Noonan, CPA, CA Upon purchase, you will receive confirmation of registration. A separate email will follow with an .ics link which you will need to download and save to your calendar to populate the session date and time into your calendar. If you are unable to attend the live session, a partial recording will be made available within 72 hours, following the session date.